Introduction: In this insightful ACT CRM tutorial, Tony Holowitz sheds light on a question often overlooked – how to perform contact lookups within the task list and calendar features. Tony demonstrates the process step-by-step, unveiling a hidden feature that allows users to efficiently find contacts associated with specific tasks and events. With his expert guidance, users can optimize their workflow and enhance their experience with ACT CRM.

1. Introduction to the Task List and Calendar: ACT CRM offers two essential features – the task list and calendar – to help users manage their schedules and tasks efficiently. Tony introduces these components as integral parts of the CRM system.

2. The Hidden Lookup Feature: Tony addresses a user’s query about how to lookup contacts from the task list or calendar. While this might not be a widely known feature, he believes it is a valuable tool that enhances productivity. Tony explains that a magnifying glass icon placed at the top of the task list and calendar serves as the lookup feature.

3. Lookup Contacts from the Task List: To demonstrate the contact lookup from the task list, Tony clicks on the magnifying glass icon and reveals that ACT CRM instantly displays all the contacts linked to the tasks listed. He emphasizes the convenience of this feature, allowing users to quickly identify contacts associated with their scheduled tasks.

4. Lookup Contacts from the Calendar: Next, Tony showcases how to perform contact lookups from the calendar view. By clicking on the magnifying glass icon in the calendar, ACT CRM generates a lookup, presenting the contacts corresponding to the scheduled events. This straightforward process enables users to access relevant contact information promptly.

5. Expanding to ACT CRM Cloud: Tony briefly touches on ACT CRM’s cloud version, demonstrating that the lookup feature works seamlessly in both the desktop and cloud-based applications. He emphasizes the versatility of ACT CRM, catering to the needs of users across different platforms.

Conclusion: In this concise yet impactful tutorial, Tony Holowitz unravels the mystery behind ACT CRM’s hidden contact lookup feature within the task list and calendar. Users can now efficiently find contacts associated with specific tasks or events, streamlining their workflow and maximizing productivity. With Tony’s expert guidance, ACT CRM users can unlock the full potential of the software, ensuring seamless contact management and improved efficiency.